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FINANCIAL PLANNING

A financial security plan tailored to your needs

There’s a lot to think about when you’re building a financial plan. Sometimes, you need help putting all the pieces together. That’s what I do. Today is a great day to start thinking about your financial plan.

Where are you now?  

Where would you like to be? 

What’s really important to you? 

No matter where you are in life, I can help you find the products and services that are right for you. Whether you’re buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what’s most important to you, I can help you plan for it. My planning process helps me: 

Understand what financial security means to you 

See where you are now, and how to get you to where you’re going 

Help you stay on track 

Glass Buildings

Four cornerstones of a solid financial foundation

I’ll help you see the big picture, through four key building blocks.

Estate planning

What will happen when you die?
I’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.

Income protection

What would happen if you suffered a significant health event or died? 
Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.

Retirement

What will your retirement look like? 
I’ll work with you to help build a retirement plan that can give you the income you’ll need after you stop working.

Cash flow

Would you have enough cash saved if your earnings stopped? 
Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies. 

The right solutions for you.

We’ll review and monitor your plan regularly, so it works for you today and down the road – wherever that road takes you. I’ll help you choose the financial security products that are right for you. 

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  • Investment solutions to help grow your wealth 

  • Insurance solutions to protect you and the ones you love

Contact Details

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Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

 

The use of email is not a secure medium and personal information should be transmitted by more secure means.

 

Insurance products, including segregated fund policies, are offered through Elliott Financial Consultants Inc., and Wayne Elliott offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

 

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

 

The information on this website is intended for residents of ON only.

© By Elliott Financial Consultants Inc

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